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Placemark Investments, Inc.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Placemark Investments, Inc. on XLE, newest first. How the timeline and the estimate are built.

Placemark Investments, Inc. held 61,107 XLE shares at 2014-12-31 per its 13F-HR filed 2015-02-17.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 61,107 shares
    Change vs previous 13F +55,140 shares

    0.09% of the 13F portfolio, value $4,835,000.

    13F-HR 0001315726-15-000001 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2014-09-30
    13F 5,967 shares
    Change vs previous 13F -19,216 shares

    0.01% of the 13F portfolio, value $541,000.

    13F-HR 0001315726-14-000007 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2014-06-30
    13F 25,183 shares
    Change vs previous 13F +15,593 shares

    0.05% of the 13F portfolio, value $2,522,000.

    13F-HR 0001315726-14-000005 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2014-03-31
    13F 9,590 shares
    Change vs previous 13F -4,335 shares

    0.02% of the 13F portfolio, value $853,000.

    13F-HR 0001315726-14-000004 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2013-12-31
    13F 13,925 shares
    Change vs previous 13F -3,043 shares

    0.02% of the 13F portfolio, value $1,233,000.

    13F-HR 0001315726-14-000003 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2013-09-30
    13F 16,968 shares
    Change vs previous 13F +12,904 shares

    0.03% of the 13F portfolio, value $1,407,000.

    13F-HR 0001315726-13-000008 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2013-06-30
    13F 4,064 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $318,000.

    13F-HR 0001315726-13-000006 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).